With the Add Agreement form open and in the General Tab > Details section, enter relevant details.
Note: Red-highlighted sections are mandatory.

In the General Tab > Ownership and Position section, enter any relevant details using the provided drop-down lists or typing in the free-format text fields.

In the General Tab > Key Dates section, enter any relevant details using the provided calendar date selectors.

In the General Tab > Security section, enter any relevant details using the provided drop-down lists.

In the General Tab > Deficiency section, enter any relevant details using the provided drop-down lists or the deficiency type selection.

In the General Tab > PI File section, add a PI File by clicking the Find/Add button.

Begin typing a PI filename then click Add

With the Add Agreement form open and in the General Tab > Details section, select the Edit button (1).

Update the fields that should be changed (2) and when finished, changes can either be saved, cancelled or the record can be archived (3)